Financial Analyst I


Position Summary


Researches, collects, classifies and studies statistical data; participates in the development and preparation of reports and financial statements.  Position may assist in the management of the bank’s investment portfolio. Position may work in interest rate risk management, liquidity management, budgeting, and modeling. 


Essential Duties and Responsibilities


  1. Gathering data from departments to be used in financial analysis and reporting.
  2. Corporate and government bond portfolio management.  Performs pre-purchase credit analysis and interest rate risk analysis for bonds to be purchased.  Will conduct ongoing credit monitoring.
  3. Creates monthly and quarterly Board and Investment Committee reports for the Investment Portfolio.
  4. Creates other required investment or liquidity reports on as needed basis such as security pricing, First Guaranty stock price reports, daily liquidity reports and called bond forecast reports.
  5. Performs data entry and creates model output for the planning software (PlanSmith) used by First Guaranty.  The PlanSmith reports include interest rate risk, liquidity risk, and budgeting. Prepares all required documentation for operation of PlanSmith model.
  6. PlanSmith model usage is at the direction and supervision of the Financial Analyst II or the Chief Financial Officer.
  7. Utilizing computer resources to generate reports.
  8. Adheres to the BSA Policy and all other Bank Policies.
  9. Other duties and responsibilities as may be assigned by supervisor.

Minimum Qualifications (Education, Experience, Skills)

  • This is a multi-incumbent position.
  • Incumbents will ordinarily have a bachelor’s degree or broad work experience and knowledge of accounting, finance, mathematics, computer programming, or business administration.
  • Excellent skills in Excel, Power Point, and Word.
  • Candidate may be pursuing the CFA designation or CPA license.   

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.

While performing the duties of this position, the employee is regularly required to talk and hear. The employee frequently is required to use hands or fingers, handle, or feel objects, tools or controls. The employee is occasionally required to stand; walk; sit; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl.

The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus.

The noise level in the work environment is usually moderate.

FIRST GUARANTY BANK is an EEO employer - M/F/Vets/Disabled
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